Tag List for FIRE

10-K FY18

Key Points My net investable assets increased to $1,129,598. The IRR for the trailing 12 months (TTM) decreased to 6.51%. Forecasting litigation outcomes with much precision is impossible. Asset Allocation Net Investable Assets: $1,129,598 Account 2017Q4 2018Q4 Change Cash $34,021 $25,261 $8,760 Brokerage $90,258 $145,798 $55,540 Lending Club $31,977 $13,139 $18,838 Direct Lending Income Fund […]

10-K FY17

Key Points My net investable assets increased to $894,549. The IRR for the trailing 12 months (TTM) increased to 15.24%. I made very concentrated bets in litigation financing. Asset Allocation Net Investable Assets: $894,549 Account 2016Q4 2017Q4 Change Cash $31,248 $34,021 $2,773 Brokerage $38,839 $90,258 $51,419 Lending Club $43,878 $31,977 $11,901 Direct Lending Income Fund […]

Personal Finance

FIRE FIRE is an acronym for Fuck It, Relax and Enjoy. I do not have a specific target for NIA and age to declare FIRE as I have a few more things to accomplish before leaving a job. I expect to work until my late 40s. My NIA will likely reach $5m+ by then. Net […]

Portfolio

Asset Allocation (Current) Alternative Investment Allocation (YOY) I have been winding down Lending Club notes since 2015. The shift to a greater focus on litigation finance is a culmination of research in the third-party litigation finance industry. Historical Returns on Alternative Investments Lending Club performance has declined significantly due to a highly aggressive liquidation in […]

10-K FY16

Key Points My net investable assets increased to $650,339. The IRR for the trailing 12 months (TTM) decreased to 7.98%. I added commercial real estate (CRE) investments to my portfolio. Asset Allocation Net Investable Assets: $650,339 Account 2015Q4 2016Q4 Change Cash $10,081 $31,248 $21,167 Brokerage $29,921 $38,839 $8,918 Lending Club $177,860 $43,878 $133,982 Direct Lending […]

10-K FY15

Key Points My net investable assets increased to $530,141. The IRR for the trailing 12 months (TTM) increased to 9.56%. I made large profits from trading crude oil futures. I moved a large sum of my investment money into DLI Fund this year. Asset Allocation Net Investable Assets: $530,141 Account 2014Q4 2015Q4 Change Cash $52,197 […]

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